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Novartis
NVS

Overview Fund Activity

918 hedge funds and large institutions have $22.3B invested in Novartis in 2014 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 335 increasing their positions, 320 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
+44
Holders Change %
+5.03%
% of All Funds
24.5%
Holding in Top 10
62
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.68%
% of All Funds
1.65%
New
101
Increased
335
Reduced
320
Closed
47
Calls
$183M
Puts
$76.9M
Net Calls
+$106M
Net Calls Change
+$28.1M

Top Buyers

1
SCM
Sterling Capital Management
North Carolina
$138M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$181M
3
Renaissance Technologies
Renaissance Technologies
New York
$79.8M
4
FWIA
Fort Washington Investment Advisors
Ohio
$87.6M
5
Northern Trust
Northern Trust
Illinois
$354M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$137M
2
BBHC
Brown Brothers Harriman & Co
New York
$962M
3
IC
Institutional Capital
Illinois
$0
4
SCCM
Schafer Cullen Capital Management
New York
$100M
5
Dodge & Cox
Dodge & Cox
California
$4.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
451
National Planning Corporation
California
$1.76M -$137K -1,664 -7%
HI
452
HBK Investments
Texas
$1.75M +$841K +10,125 +92%
WA
453
WealthTrust Axiom
Pennsylvania
$1.74M – – –
HJGA
454
Hardman Johnston Global Advisors
Connecticut
$1.73M -$52.8K -636 -3%
1GA
455
1st Global Advisors
Texas
$1.71M -$131K -1,573 -7%
PAMG
456
Patton Albertson Miller Group
Tennessee
$1.68M +$885K +10,663 +112%
SBH
457
Segall Bryant & Hamill
Illinois
$1.66M – – –
JWS
458
Juncture Wealth Strategies
Arizona
$1.65M +$1.65M +19,376 New
MSFP
459
Mark Sheptoff Financial Planning
Connecticut
$1.65M +$329K +3,962 +25%
CT
460
Cambridge Trust
Massachusetts
$1.65M -$14.1K -170 -0.9%
JWM
461
Jackson Wealth Management
Florida
$1.63M +$1.63M +19,677 New
HFS
462
HL Financial Services
Kentucky
$1.63M -$389K -4,681 -19%
BFG
463
Beacon Financial Group
Texas
$1.63M -$197K -2,365 -11%
EGA
464
E&G Advisors
Texas
$1.63M -$139K -1,674 -8%
RNS
465
Robert N. Shapiro
$1.63M +$3.9K +47 +0.2%
LBC
466
Lowe Brockenbrough & Co
Virginia
$1.59M – – –
OC
467
Oarsman Capital
Wisconsin
$1.59M -$19.5K -235 -1%
FMC
468
First Merchants Corp
Indiana
$1.57M +$153K +1,848 +11%
RGC
469
Roberts, Glore & Co
Illinois
$1.57M -$3.74K -45 -0.2%
SGAM
470
Steinberg Global Asset Management
Florida
$1.57M +$379K +4,569 +32%
WCF
471
West Coast Financial
California
$1.55M -$35.7K -430 -2%
COI
472
Connable Office Inc
Michigan
$1.55M -$212K -2,560 -12%
SRC
473
Shufro Rose & Co
New York
$1.55M – – –
AIG
474
American International Group
New York
$1.55M +$106K +1,273 +7%
APFBOT
475
Amica Pension Fund Board of Trustees
Rhode Island
$1.54M – – –
17 18
19
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